UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC Q1 2025 Filing
Filed May 15, 2025
Portfolio Value
$112.5B
Holdings
86
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (86 positions)
| Stock | Value |
|---|---|
VEAVANGUARD TAX-MANAGED FDS | $21.5M |
SCHXSCHWAB STRATEGIC TR | $12.5M |
IWBISHARES TR | $6.6M |
VCRBVANGUARD MALVERN FDS | $5.8M |
AAPLAPPLE INC | $5.4M |
NVDANVIDIA CORPORATION | $4.7M |
DFVXDIMENSIONAL ETF TRUST | $4.6M |
ITOTISHARES TR | $4.0M |
MSFTMICROSOFT CORP | $3.1M |
AMZNAMAZON COM INC | $2.7M |
GOOGLALPHABET INC | $2.1M |
SCHESCHWAB STRATEGIC TR | $1.9M |
COSTCOSTCO WHSL CORP NEW | $1.4M |
MAMASTERCARD INCORPORATED | $1.3M |
UNHUNITEDHEALTH GROUP INC | $1.3M |
JPMJPMORGAN CHASE & CO. | $1.2M |
WMTWALMART INC | $1.1M |
VOOVANGUARD INDEX FDS | $1.1M |
VVISA INC | $1.0M |
METAMETA PLATFORMS INC | $1.0M |
LLYELI LILLY & CO | $994K |
RSPINVESCO EXCHANGE TRADED FD T | $982K |
VEUVANGUARD INTL EQUITY INDEX F | $901K |
HDHOME DEPOT INC | $859K |
TSLATESLA INC | $822K |
MDYSPDR S&P MIDCAP 400 ETF TR | $820K |
KLMNINVESCO EXCH TRADED FD TR II | $783K |
BRK/BBERKSHIRE HATHAWAY INC DEL | $737K |
OMFLINVESCO EXCH TRD SLF IDX FD | $681K |
ABBVABBVIE INC | $661K |
AVGOBROADCOM INC | $654K |
PEPPEPSICO INC | $650K |
NDQINVESCO QQQ TR | $646K |
PGPROCTER AND GAMBLE CO | $590K |
XLFSELECT SECTOR SPDR TR | $588K |
MCDMCDONALDS CORP | $582K |
JNJJOHNSON & JOHNSON | $573K |
GILDGILEAD SCIENCES INC | $563K |
XOMEXXON MOBIL CORP | $532K |
IVVISHARES TR | $529K |
GOOGALPHABET INC | $514K |
IXUSISHARES TR | $507K |
NFLXNETFLIX INC | $497K |
KOCOCA COLA CO | $483K |
VTIVANGUARD INDEX FDS | $481K |
TAT&T INC | $446K |
RTXRTX CORPORATION | $433K |
ABGCENCORA INC | $422K |
TMOTHERMO FISHER SCIENTIFIC INC | $399K |
IWMISHARES TR | $391K |
SPYSPDR S&P 500 ETF TR | $389K |
CVXCHEVRON CORP NEW | $385K |
EFAISHARES TR | $360K |
UNPUNION PAC CORP | $340K |
WMWASTE MGMT INC DEL | $338K |
ACNACCENTURE PLC IRELAND | $330K |
ABTABBOTT LABS | $330K |
NEENEXTERA ENERGY INC | $319K |
CSCOCISCO SYS INC | $316K |
ORCLORACLE CORP | $313K |
VIOOVANGUARD ADMIRAL FDS INC | $304K |
MRKMERCK & CO INC | $303K |
SCHWSCHWAB CHARLES CORP | $300K |
ANETARISTA NETWORKS INC | $287K |
TXNTEXAS INSTRS INC | $273K |
BACBANK AMERICA CORP | $267K |
BLKBLACKROCK INC | $267K |
CATCATERPILLAR INC | $252K |
BRBROADRIDGE FINL SOLUTIONS IN | $251K |
QAINEW YORK LIFE INVESTMENTS ET | $249K |
WFCWELLS FARGO CO NEW | $247K |
CMCSACOMCAST CORP NEW | $246K |
ISRGINTUITIVE SURGICAL INC | $244K |
AXPAMERICAN EXPRESS CO | $242K |
SPGIS&P GLOBAL INC | $240K |
SCZISHARES TR | $227K |
QCOMQUALCOMM INC | $227K |
4I1PHILIP MORRIS INTL INC | $226K |
COWZPACER FDS TR | $220K |
VSTVISTRA CORP | $213K |
AMGNAMGEN INC | $213K |
NKENIKE INC | $211K |
INTUINTUIT | $206K |
EEMISHARES TR | $204K |
PGXINVESCO EXCH TRADED FD TR II | $152K |
TELATELA BIO INC | $122K |